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Investment Opportunities > Investment Bonds

INVESTMENT BONDS

Investment bonds (also known as insurance bonds) operate like managed funds but are long-term tax paid investments making them a tax effective investment strategy for those with a high marginal tax rate and those investing on behalf of children. Earnings are taxed at a fund manager level, at a maximum rate of 30%, and provided the investment is held for at least 10 years, no additional tax is payable by the investor.

Research and compare investment bonds in Australia through 2020 DIRECTINVEST.

 

KEY BENEFITS

TAX EFFECTIVE INVESTMENT

SAVINGS VEHICLE FOR CHILDREN AND GRAND CHILDREN

LONG TERM INVESTING

   

INVESTMENT BONDS EDUCATION

Investment bonds in Australia are taxed by the fund manager at the corporate tax rate of 30% subject to being held for a minimum of 10 years and do not need to be reported on an investor's tax return.

 
 

 

Investment Bond Offers Initial Investment
Centuria Investment Bonds Unit-Linked $500
CommInsure Investment Growth Bond $1,000
IOOF WealthBuilder $2,000
KeyInvest Life Events Bond $100

 

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IMPORTANT INFORMATION: REMOVAL OF MORNINGSTAR DATA 1 JULY 2015

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MORNINGSTAR RATINGS



Fund NameMorningstar RatingMinimum Investment1 yr3 yr5 yrICRPDS
Centuria Australian Shares Fund $500.00 7.70% 13.67% 8.34% 1.88%
Centuria High Growth Fund $500.00 9.62% 13.50% 8.45% 1.88%
KeyInvest Life Events Bond-Australian Shares $1000.00 7.33% 12.82% 7.65% N/A
KeyInvest Life Events Bond-Growth $1000.00 10.12% 11.42% 7.74% N/A
Centuria Growth Bond $500.00 9.61% 10.18% 6.50% 1.50%
KeyInvest Life Events Bond-Balanced $1000.00 8.25% 9.92% 7.23% N/A
Centuria Balanced Fund $500.00 6.54% 9.75% 6.98% 1.88%
KeyInvest Life Events Bond-Term Deposit Not Rated $1000.00 1.31% N/A N/A N/A
8 Fund(s) Found.

 

Fund data and ratings supplied by:

© 2015 Morningstar, Inc. All rights reserved. Neither Morningstar nor its affiliates nor their content providers guarantee the above data or content to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd ABN 95 090 665 544, AFSL 240892 a subsidiary of Morningstar, Inc. and the information provided is without reference to your objectives, financial situation or needs. Refer to the Financial Services Guide for more information at www.morningstar.com.au/fsg.pdf, and read the Fund’s Product Disclosure Statement.

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